---
title: 'Cegid + Insightly'
url: 'https://www.staging38.commercient.com/product/cegid-insightly/'
date: '2026-06-19T10:02:30-04:00'
modified: '2026-06-19T10:02:30-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Cegid to Insightly, giving your team access to Cegid data directly within Insightly. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Cegid and Insightly, giving sales teams access to ERP customer, order, invoice and inventory data from inside Insightly. The integration supports customisable sync frequency and field mapping to match the specific needs of each sales team.

## What syncs

- Connect Cegid Quotes to Insightly Opportunities
- Sync Cegid Customers to Insightly Organisations
- Display Cegid Invoices in Insightly
- Access Cegid Items and Inventory from Insightly
- Export Insightly Opportunities as Cegid Sales Orders
- Sync Cegid Sales Orders and Status Updates to Insightly

## Why Commercient

### Quote-to-order workflow

Connect Insightly Quotes to Cegid Sales Orders so sales quotes approved in the CRM can create ERP orders and trigger fulfilment without re-entry.

### Account health monitoring

Sync Cegid payment status, open Sales Orders and credit data to Insightly so account managers can flag at-risk accounts and prioritise renewals based on financial history.

### New customer onboarding

Connect Insightly new Organisations to Cegid Customers so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

### Pricing and discount visibility

Sync Cegid Price Lists to Insightly so sales reps can reference current pricing, discount tiers and customer-specific rates from inside the CRM without ERP access.

## About Cegid

Cegid is an ERP and business management platform used by retailers, manufacturers and services companies in Europe, managing financials, HR, inventory and operations.

## About Insightly

Insightly is a CRM and project management platform for small and mid-size businesses, managing contacts, opportunities, projects, pipelines and business relationships.

## Frequently asked questions

### What happens if a customer already exists in both Cegid and Insightly?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.

### What data can Commercient connect between Cegid and Insightly?

Commercient can synchronise key Cegid ERP data with Insightly, such as Customers, Contacts, Items, Inventory, Sales Orders, Invoices and Payments. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Cegid Customers sync into Insightly Organisations and Contacts?

Yes, Commercient can sync Cegid Customers into Insightly as Organisations and Contacts. This gives sales teams access to ERP account data from inside the CRM. Exact field mapping and sync frequency are configured per project.

### Can Insightly Opportunities be connected back to Cegid as Sales Orders?

Commercient can support connecting Insightly Opportunities back to Cegid as Sales Orders when included in the integration scope. This allows approved CRM deals to flow into ERP fulfilment workflows. Two-way sync capability depends on project configuration.

### How often does the Cegid and Insightly sync run?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time and scheduled batch options are available depending on system capabilities and project scope.